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Posts by Will Alexander

Making Gifts to Your Children and Grandchildren

Advisor Perspective

Several articles ago, we discussed taking advantage of the annual gift exclusion and possible reasons for making gifts to your children and/or grandchildren during your lifetime (Taking Advantage of the Annual Gifting Exclusion). We also briefly mentioned the accounts one might utilize to fulfill those gifts. As with most things in life and personal finance,…

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Navigating Retirement Planning with Secure Act 2.0

Advisor Perspective

On the last Friday of 2022, December 30th, the SECURE Act 2.0 was signed into law. The bill, which spent most of the year in a holding pattern of sorts, had overwhelming bipartisan support. Much like its predecessor, the SECURE Act that was passed in 2019, the changes are going to have broad implications on…

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Taking Advantage of the Annual Gifting Exclusion

Advisor Perspective

When it comes to estate planning, the focus tends to fall into two areas: ensuring that assets flow to the correct beneficiaries at death and minimizing estate taxes through gifting strategies. While the former applies to everyone, the latter may not be an issue for most. This does not mean, however, that there are no…

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